Vaca Tax and Financial Group

Tax Services The piece of your financial puzzle called "taxes" permeates every area of your financial life. All of our tax experts can either give you advice in the following areas, or they can guide you in the right direction. Filing your tax return - We work to help you pay the lowest tax allowable and use all the tax breaks available. Planning for future taxes - Are you thinking about selling your rental property, wondering how retirement income will change your picture, selling investments, or making other changes that affect your income? We can project into the future and figure an estimated tax for you so you know how to prepare. After-death taxes - Will you be affected by estate taxes? We can help you find ways to reduce estate taxes and file the estate tax returns for you. Small business concerns - Are you starting a small business, or do you already have a successful business? Ask us for tax saving ideas. Financial Services These services sometimes are overlooked by many people, but it may be one of the most important services for a financial freedom. Investment Services: Do you need help starting? Do you know if an IRA or Roth IRA is better for you? Our financial advisors can help answer all your questions. Asset Allocation: Should I keep my money in the bank? Should I invest in bonds or stocks? Is my portfolio too risky? Our repetitive process focuses on the following: * Reducing your overall investment risk * Monitoring your investments in a regular basis so you do not have to * Review possible new markets for your money to work for you